Constant Contact + Maximizer CRM

Create leads with notes in Maximizer from new Constant Contact contacts

Accelerate your sales success with the powerful integration of Maximizer and Constant Contact. This workflow enables you to effortlessly create leads in Maximizer, complete with detailed notes about the lead origin, from new contacts in Constant Contact. Seamlessly capture valuable information, track lead sources, and enhance your sales process, allowing you to convert more leads into loyal customers with ease.

When this happens...
New Contact
Triggers when a new contact is added to your account.
TriggerScheduled
automatically do this...
Create Lead Entry
Creates new Lead Entry
ActionWrite
then do this!
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is added to your account.
Trigger
Scheduled
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New List
Triggers when a new list is added.
Trigger
Scheduled
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- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- Update SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write

- EmailRequired
- Status
- Deleted Contact Warning
Action
Search
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

- CampaignRequired
- Campaign ActivityRequired
Trigger
Scheduled
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New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Trigger
Scheduled
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- Create SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
- Status
- Deleted Contact Warning
- Create SourceRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Search or write
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

About Constant Contact

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

Learn more

Related categories

Email Newsletters

Similar apps

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Maximizer contacts to Constant Contact

Constant Contact + Maximizer CRM

Create leads with notes in Maximizer from new Constant Contact contacts

New Contact

New List

Add Contact to List

Remove Contact From List

Update Contact

List

First Name

Middle Name

Last Name

Job Title

Company Name

Max 2 Phone Numbers

Home Phone

Work Phone

Cell Phone

Other - Phone Number

Anniversary

Birthday Month

Birthday Day

Address Type

Street Address

City

State

Zip or Postal Code

Country

Tags

Find or Create Contact

Status

Deleted Contact Warning

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Category

Type

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Lead entry

New Email Open

New Unsubscriber

Create Contact